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174 signals match

#49NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Facet reported RAUM $7.6B, up 26% from $6.0B (2026-02-04 to 2026-07-31)

Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 31, 2026 · seen 9 days ago

#50NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Opto Investment Management, Llc reported RAUM $928.6M, up 64% from $565.4M (2026-03-30 to 2026-07-31)

Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 31, 2026 · seen 9 days ago

#51NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Trian Fund Management, L.P. reported RAUM $10.4B, up 55% from $6.7B (2026-04-01 to 2026-07-31)

Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 31, 2026 · seen 9 days ago

#52NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 31, 2026 · seen 9 days ago

#53NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-30 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 30, 2026 · seen 9 days ago

#54NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-30 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 30, 2026 · seen 9 days ago

#55NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-29 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 29, 2026 · seen 9 days ago

#56NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-27 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 27, 2026 · seen 9 days ago

#57NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-24 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 24, 2026 · seen 9 days ago

#58NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-23 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 23, 2026 · seen 9 days ago

#59NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-23 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 23, 2026 · seen 9 days ago

#60NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-21 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 21, 2026 · seen 9 days ago

#61NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-21 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 21, 2026 · seen 9 days ago

#62NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-20 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 20, 2026 · seen 9 days ago

#63NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 16, 2026 · seen 9 days ago

#64NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-15 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 15, 2026 · seen 9 days ago

#65NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-15 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 15, 2026 · seen 9 days ago

#66NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-10 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 10, 2026 · seen 9 days ago

#67NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-08 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 8, 2026 · seen 9 days ago

#68NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-08 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 8, 2026 · seen 9 days ago

#69NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-07 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 7, 2026 · seen 9 days ago

#70NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 2, 2026 · seen 9 days ago

#71NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 2, 2026 · seen 9 days ago

#72NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 2, 2026 · seen 9 days ago

Showing 49 to 72 of 174Previous Next

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